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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,164 | $54,541-48.4% | $78,778-64.2% | $70,126-59.8% |
| Participation rate | 16.9% | 60.8%-43.9pp | 69.2%-52.3pp | 69.5%-52.7pp |
| Annual return | 19.51% | 21.07%-1.6pp | 35.62%-16.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $605 | $2,210-72.6% | $2,958-79.6% | $3,332-81.8% |
| Admin fee / account holder | $983 | $3,709-73.5% | $5,134-80.8% | $4,645-78.8% |